Jensen Investment Management·CIK 1106129
87
Positions
$8.1B
Portfolio Value
13
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| 3 | NVDA | 5.00% | $403,062,057 | ▲ +1.8% |
| 4 | VEEV | 1.53% | $123,100,285 | ▲ +1.5% |
| 5 | AAPL | 7.28% | $586,477,821 | ▲ +1.7% |
| 6 | SHW | 2.85% | $229,780,560 | ▲ +0.6% |
| 7 | VRSK | 1.33% | $106,802,464 | ▲ +0.3% |
| 8 | GOOGL | 5.40% | $435,467,218 | ▲ +0.5% |
| 9 | ORCL | 0.50% | $40,058,419 | ▲ +0.1% |
| 10 | PG | 2.75% | $221,559,920 | ▲ +0.1% |
| 11 | MCD | 1.89% | $152,243,724 | ▲ +0.2% |
| 12 | MSFT | 9.77% | $786,997,056 | ▲ +0.6% |
| 13 | EFX | 3.25% | $262,299,873 | ▲ +0.1% |
| 14 | NDSN | 0.03% | $2,734,748 | NEW |
| 15 | FICO | 0.03% | $2,424,379 | NEW |
| 16 | GWW | 0.03% | $2,191,808 | NEW |
| 17 | LULU | 0.02% | $1,462,585 | NEW |
| 18 | TSM | 0.07% | $5,340,025 | ▲ +0% |
| 19 | CL | 0.12% | $9,975,633 | ▲ +0% |
| 20 | URI | 0.04% | $2,844,887 | ▲ +0% |
| 21 | ABT | 4.00% | $322,718,920 | ▲ +0.2% |
| 22 | LSTR | 0.01% | $766,000 | NEW |
| 23 | ROST | 0.07% | $5,859,396 | ▲ +0% |
| 24 | OMC | 0.08% | $6,169,049 | ▲ +0% |
| 25 | ECL | 0.23% | $18,344,786 | ▲ +0% |